Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,149 | $121,677-46.5% | $104,625-37.7% | $158,966-59.0% |
| Participation rate | 44.4% | 77.5%-33.1pp | 74.1%-29.6pp | 82.0%-37.5pp |
| Annual return | 26.73% | 465.58%-438.9pp | 340.60%-313.9pp | 302.95%-276.2pp |
| Employer contribution / active EE | $1,934 | $3,165-38.9% | $2,681-27.9% | $4,762-59.4% |
| Participant deferral / active EE | $4,176 | $4,1750% | $3,738+11.7% | $5,983-30.2% |
| Admin fee / account holder | $19 | $7,777-99.8% | $6,465-99.7% | $11,250-99.8% |